Fund Holdings

Orion Investment Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Exxon Mobil Corp84,74484,752+810,198,10814,379,0454.56%+4,180,937
Iovance Biotherapeutics Inc(IOVA)1,856,9342,065,652+208,7185,069,4307,250,4392.30%+2,181,009
Union Pac Corp(UNP)1,1656,967+5,802269,4881,690,3340.54%+1,420,846
Nextera Energy Inc(NEE)102,769104,089+1,3208,250,2959,667,7863.07%+1,417,491
ASML Holding N V
N Y REGISTRY SHS
5,3275,371+445,699,1447,094,1782.25%+1,395,034
Vanguard Index Fds03,954+3,95401,268,4830.40%+1,268,483
Cameco Corp(CCJ)52,23854,565+2,3274,779,2555,926,3051.88%+1,147,050
Hershey Co(HSY)38,39138,984+5936,986,3948,104,3842.57%+1,117,990
Intel Corp(INTC)149,264150,059+7955,507,8426,622,1042.10%+1,114,262
Royal Gold Inc(RGLD)29,79829,875+776,623,7977,602,8892.41%+979,092
Arrowhead Pharmaceuticals In(ARWR)46,37062,535+16,1653,078,5043,920,9441.24%+842,440
Cummins Inc(CMI)22,78522,940+15511,630,60312,342,1793.92%+711,576
Huntington Ingalls Inds Inc(HII)12,47612,511+354,242,7134,752,9291.51%+510,216
Enterprise Prods Partners L(EPD)35,36742,092+6,7251,133,8661,592,7610.51%+458,895
Parker-Hannifin Corp(PH)13,76314,015+25212,097,12612,546,7893.98%+449,663
Alliance Resources Partners L(ARLP)34,47544,200+9,725800,8541,222,1300.39%+421,276
Atmos Energy Corp(ATO)18,65818,901+2433,127,6413,491,3931.11%+363,752
Servicenow Inc(NOW)12,00020,844+8,8441,838,2802,179,2400.69%+340,960
Biogen Inc(BIIB)39,40439,610+2066,934,7107,261,7012.30%+326,991
Merck & Co(MRK)20,57420,57402,165,6192,474,8460.79%+309,227
Newmont Corporation(NEM)28,17228,112-602,812,9743,043,1240.97%+230,150
Broadcom Inc(AVGO)3,9225,114+1,1921,357,4041,582,8340.50%+225,430
Johnson & Johnson(JNJ)4,8584,85801,005,3191,187,4380.38%+182,119
Bristol-Myers Squibb Co(BMY)22,14822,553+4051,194,6631,367,8390.43%+173,176
Shell Plc(SHEL)7,9897,9890587,032742,9770.24%+155,945
Procter And Gamble Co(PG)59,11559,626+5118,471,7718,612,3792.73%+140,608
Spire Inc(SR)17,70417,70401,464,1211,602,9200.51%+138,799
Ameren Corp(AEE)13,32713,202-1251,330,8341,451,1640.46%+120,330
General Dynamics Corp(GD)19,91219,841-716,703,5746,809,8282.16%+106,254
Chevron Corp New(CVX)1,8171,8170276,929375,9370.12%+99,008
Caterpillar Inc(CAT)5755750329,400407,3640.13%+77,964
Altria Group(MO)8,2968,2960478,347547,4530.17%+69,106
Walmart Inc(WMT)4,5064,5060502,013560,0060.18%+57,993
Southern Co(SO)5,8455,8450509,684564,1590.18%+54,475
Philip Morris Intl Inc(PM)1,5781,821+243253,111301,0840.10%+47,973
Regeneron Pharmaceuticals(REGN)30,81230,837+2523,782,85823,825,9007.56%+43,042
Pfizer(PFE)16,60016,206-394413,340455,0640.14%+41,724
Coca Cola Co(KO)6,0836,0830425,263462,6120.15%+37,349
Garmin Ltd(GRMN)1,2001,2000243,420278,4120.09%+34,992
McDonalds Corp(MCD)850840-10259,785261,0640.08%+1,279
Aflac Inc(AFL)4,4004,4000485,188482,7240.15%-2,464
Home Depot Inc(HD)8008000275,280263,1120.08%-12,168
Emerson Elec Co(EMR)9,1969,19601,220,4931,204,8600.38%-15,633
Boeing Co(BA)1,9041,9040413,396378,9530.12%-34,443
Commerce Bancshares Inc(CBSH)11,80411,8040617,821580,7570.18%-37,064
Meta Platforms Inc A(META)5955950392,754340,4170.11%-52,337
Alphabet Inc Cl C(GOOG)2,4102,4100756,258691,3330.22%-64,925
Abbvie Inc(ABBV)6,1166,111-51,397,4451,329,0810.42%-68,364
Eli Lilly & Co(LLY)4614610495,427424,0140.13%-71,413
Berkshire Hathaway Inc Del1,6781,578-100843,446756,1780.24%-87,268
McCormick & Co Inc(MKC)5,9905,970-20407,979301,1270.10%-106,852
Amazon Com Inc(AMZN)4,9204,92001,135,6341,024,6880.33%-110,946
Alphabet Inc Cl A(GOOG)4,3794,37901,370,6271,259,2250.40%-111,402
Vanguard Index Fds5,8435,898+553,664,3213,524,3501.12%-139,971
Oklo Inc(OKLO)8,3038,915+612595,823442,0950.14%-153,728
Palo Alto Networks Inc(PANW)10,49910,795+2961,933,9161,730,6540.55%-203,262
Apple Inc(AAPL)14,35414,35403,902,2783,642,9021.16%-259,376
International Business Machs(IBOC)5,6105,61001,661,7381,359,8080.43%-301,930
Cadence Design Systems Inc(CDNS)10,68410,895+2113,339,6053,027,3940.96%-312,211
Equifax Inc(EFX)8,8878,88701,928,3011,600,2820.51%-328,019
Ionis Pharmaceuticals Inc(IONS)225,161225,015-14617,812,48716,896,3765.36%-916,111
Rigetti Computing Inc(RGTI)161,270162,708+1,4383,572,1302,284,4200.72%-1,287,710
Abbott Labs63,64962,624-1,0257,974,5836,429,6062.04%-1,544,977
Shopify Inc(SHOP)49,48050,043+5637,964,7965,936,1011.88%-2,028,695
Canadian Natl Ry Co(CNI)32,3534,481-27,8723,198,094460,5120.15%-2,737,582
Palantir Technologies Inc(PLTR)134,468134,804+33623,901,68719,719,1296.26%-4,182,558
IonQ Inc(IONQ)277,184278,764+1,58012,437,2468,036,7662.55%-4,400,480
Qualcomm Inc(QCOM)120,663121,127+46420,639,35915,598,6994.95%-5,040,660
Microsoft Corp(MSFT)105,549106,910+1,36151,045,75839,574,99012.56%-11,470,768
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